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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLAN ADMIN SERVICE LLC Service code 13 · EIN 16-1503696 3501 MASONS MILL RD · HINTINGDON VALLEY, PA 19006 | Contract Administrator | $60,033 |
LPL FINANCIAL3 years Service code 26 645 WASHINGTON AVENUE · JERMYN, PA 18433 | Advisory (Participants) | $49,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,258 | $56,095-8.6% | $178,499-71.3% | $90,274-43.2% |
| Participation rate | 44.1% | 65.6%-21.4pp | 81.9%-37.8pp | 73.4%-29.2pp |
| Annual return | 14.35% | 28.81%-14.5pp | 151.10%-136.8pp | 53.97%-39.6pp |
| Employer contribution / active EE | $509 | $1,572-67.7% | $5,011-89.9% | $2,523-79.8% |
| Participant deferral / active EE | $1,106 | $2,669-58.6% | $5,202-78.7% | $4,231-73.9% |
| Admin fee / account holder | $202 | $101+100.9% | $13,986-98.6% | $114+77.3% |